SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$878K
3
+$501K
4
AAPL icon
Apple
AAPL
+$500K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$498K

Top Sells

1
+$5.03M
2
+$3.32M
3
+$1.23M
4
FBMS
The First Bancshares, Inc.
FBMS
+$713K
5
CIZ
VictoryShares Developed Enhanced Volatility Wtd ETF
CIZ
+$683K

Sector Composition

1 Technology 8.8%
2 Financials 4.93%
3 Communication Services 4.59%
4 Consumer Discretionary 4.19%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.83%
16,991
+328
27
$1.31M 0.82%
26,264
+921
28
$1.28M 0.8%
24,611
+3,377
29
$1.23M 0.77%
4,539
+123
30
$1.21M 0.75%
10,110
+856
31
$1.19M 0.74%
17,672
-1,095
32
$1.18M 0.74%
23,971
+5,681
33
$1.16M 0.72%
5,576
+1,373
34
$1.14M 0.71%
37,511
-10,332
35
$1.13M 0.7%
2,957
+823
36
$1.12M 0.7%
84,447
+4,263
37
$1.12M 0.7%
23,333
+10,356
38
$1.1M 0.69%
34,014
-22,063
39
$1.09M 0.68%
16,783
+45
40
$1.09M 0.68%
6,528
-1,728
41
$1.08M 0.67%
9,604
+540
42
$1.06M 0.66%
18,714
-2,876
43
$1.05M 0.66%
15,002
+940
44
$1.03M 0.64%
15,805
-419
45
$1.01M 0.63%
28,836
+13,011
46
$992K 0.62%
16,251
-531
47
$989K 0.62%
7,645
+1,359
48
$971K 0.61%
17,356
-3,392
49
$955K 0.6%
19,048
+495
50
$938K 0.59%
616
+93
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